Insurance Advisor
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage a Growing Book of Business: Develop campaigns to create awareness, generate interest and engagement to uncover risk management opportunities within the firm.
- Collaborate with carriers and General Agencies to leverage existing product experts and resources to design and execute customized risk mitigation plans from start to end: product selection, case design, illustration, application fulfillment and policy placement.
- After a policy is placed, relationships are maintained and fostered through periodic policy reviews of existing business with wealth advisor teams.
- Ability to work independently and with a team, manage projects, and track open opportunities will be needed to succeed in a fast-paced environment.
- Build and foster relationships: Our team’s success lies within our ability to create an environment based in trust through regular communication and the use of active listening skills.
- Positive relationships with advisors, clients, and our business partners is paramount and participation in advisor, branch, and regional meetings is encouraged.
- Serve as the subject matter expert: Possess an in-depth understanding of the insurance industry in life, long-term care, and annuity solutions.
- Candidate should also have an understanding of general financial planning principles and estate planning strategies, including the use of trusts in connection with insurance needs.
- Exhibit a Growth Mindset: Maintain up to date knowledge of insurance products and industry news to assist wealth advisors in navigating this landscape as part of the planning and sales process.
- An understanding of our operational processes and Mercer systems is essential, and we encourage teammates to voice new ideas as we continuously strive to improve our Best-in-Class offerings to the firm and our clients.
Requirements
- Bachelor's degree from an accredited institution preferred (preferably Psychology, Business, Economics, Accounting or Finance related field)
- Minimum five years financial services industry and/or insurance industry experience strongly preferred along with internal/external sales experience
- Licensed insurance agent in good standing with Resident State and ability to obtain and maintain multiple Non-Resident State licenses
- Excellent verbal and written communication, interpersonal, and relationship management skills
- Passion for educating and training
- Organized - detailed-oriented, strong multi-tasker, and excellent follow through
- An unwavering commitment to place clients’ needs first and best support advisor’s financial plan providing Best-in-Class client-advisor experience
- Strong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframes
- Point of sale experience a plus
- Previous Registered Investment Advisor (RIA) support a plus
- Working knowledge of property and casualty, and disability insurance are a plus
- Proficiency with MS Word, Excel, PowerPoint, Outlook and willingness to learn CRM system
- Team player, collaborative, and able to work in concert with others
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicesinsurance industryunderwritingcase managementoperationsinsurance new business processesfinancial planningestate planningtrustsrisk management
Soft skills
communicationinterpersonal skillsrelationship managementorganizationmulti-taskingactive listeningteam collaborationgrowth mindseteducatingtraining
Certifications
Licensed insurance agentNon-Resident State licenses